Overview
Assets Under Management: $176 million
High-Net-Worth Clients: 47
Average Client Assets: $4 million
Frequently Asked Questions
SAFIR WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285848), SAFIR WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
SAFIR WEALTH ADVISORS, LLC serves 47 high-net-worth clients according to their SEC filing dated January 15, 2025. View client details ↓
According to their SEC Form ADV, SAFIR WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SAFIR WEALTH ADVISORS, LLC manages $176 million in client assets according to their SEC filing dated January 15, 2025.
According to their SEC Form ADV, SAFIR WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.75
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 69
Discretionary Accounts: 69
Regulatory Filings
CRD Number: 285848
Last Filing Date: 2025-01-15 00:00:00
Website: https://safiradvisors.com